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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

170 hedge funds and large institutions have $2.31B invested in iShares MSCI USA Min Vol Factor ETF in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 74 increasing their positions, 37 reducing their positions, and 12 closing their positions.

Holders
170
Holders Change
+18
Holders Change %
+11.84%
% of All Funds
4.58%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.7%
New
32
Increased
74
Reduced
37
Closed
12
Calls
–
Puts
$359K
Net Calls
-$359K
Net Calls Change
-$359K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$83.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$46.7M
3
Wells Fargo
3
Wells Fargo
California
$161M
4
CFA
4
Carroll Financial Associates
North Carolina
$57.1M
5
AIM
5
Astor Investment Management
Illinois
$31.8M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
BG
2
BlackRock Group
United Kingdom
$45.5M
3
State Street
3
State Street
Massachusetts
$145M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
BHB
5
Bank Hapoalim BM
Israel
$372K
Name Market Value Shares Shares
Change 		Shares
Change %
CLOS
151
Compagnie Lombard Odier SCmA
Switzerland
$202K 5,000 – –
MA
152
MUFG Americas
New York
$190K 4,700 – –
FANJ
153
Financial Architects (New Jersey)
New Jersey
$183K 4,543 +550 +14%
NFG
154
Next Financial Group
Texas
$144K 3,578 -4,462 -55%
1832 Asset Management
155
1832 Asset Management
Ontario, Canada
$133K 3,300 – –
Manulife (Manufacturers Life Insurance)
156
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$130K 3,221,433 +2,008,676 +166%
BFEC
157
Benjamin F. Edwards & Company
Missouri
$117K 2,900 +500 +21%
DADC
158
D.A. Davidson & Co
Montana
$98K 2,450 +1,147 +88%
FIG
159
Fusion Investment Group
Pennsylvania
$97K 2,396 +2,396 New
WA
160
WFG Advisors
Texas
$66K 1,640 -16 -1%
JFGIW
161
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62K 1,535 – –
GI
162
Gradient Investments
Minnesota
$57K 1,408 – –
WBG
163
Wharton Business Group
Pennsylvania
$21.8K 540,400 – –
AIP
164
Ameritas Investment Partners
Nebraska
$13K 335 -80 -19%
BCM
165
Brookstone Capital Management
Illinois
$5K 114 +114 New
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$4K 87 -1,181 -93%
TFA
167
Transamerica Financial Advisors
Florida
$4K 89 -2 -2%
AC
168
Alexandria Capital
Virginia
$4K 91 – –
M
169
MOTCO
Texas
$3K 72 – –
W
170
Wealthfront
California
$2K 44 +44 New
RJFSA
171
Raymond James Financial Services Advisors
Florida
– – -823,167 Closed
Goldman Sachs
172
Goldman Sachs
New York
– – -243,572 Closed
NEAM
173
New England Asset Management
Connecticut
– – -220,000 Closed
Franklin Resources
174
Franklin Resources
California
– – -150,945 Closed
ACM
175
Aviance Capital Management
Florida
– – -56,581 Closed
4 5 6
7
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